AVWC.DE vs. AVLV
AVWC.DE (Avantis Global Equity UCITS ETF USD Acc EUR) and AVLV (Avantis U.S. Large Cap Value ETF) are both exchange-traded funds - AVWC.DE is a Global Equities fund actively managed by Avantis, while AVLV is a Large Cap Value Equities fund actively managed by Avantis. Both are actively managed. Over the past year, AVWC.DE returned 31.61% vs 42.04% for AVLV. A 0.54 correlation means they provide meaningful diversification when combined. AVWC.DE charges 0.22%/yr vs 0.15%/yr for AVLV.
Performance
AVWC.DE vs. AVLV - Performance Comparison
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Different Trading Currencies
AVWC.DE is traded in EUR, while AVLV is traded in USD. To make them comparable, the AVLV values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, AVWC.DE achieves a 16.14% return, which is significantly lower than AVLV's 25.61% return.
AVWC.DE
- 1D
- 0.00%
- 1M
- 2.24%
- YTD
- 16.14%
- 6M
- 16.36%
- 1Y
- 31.61%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVLV
- 1D
- 0.77%
- 1M
- 4.08%
- YTD
- 25.61%
- 6M
- 24.40%
- 1Y
- 42.04%
- 3Y*
- 21.13%
- 5Y*
- —
- 10Y*
- —
AVWC.DE vs. AVLV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AVWC.DE Avantis Global Equity UCITS ETF USD Acc EUR | 16.14% | 9.08% | 3.38% |
AVLV Avantis U.S. Large Cap Value ETF | 25.61% | 1.46% | 5.85% |
Correlation
The correlation between AVWC.DE and AVLV is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2024 | 0.54 |
The correlation between AVWC.DE and AVLV has been stable across timeframes, ranging from 0.54 to 0.56 - a consistent structural relationship.
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Return for Risk
AVWC.DE vs. AVLV — Risk / Return Rank
AVWC.DE
AVLV
AVWC.DE vs. AVLV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Global Equity UCITS ETF USD Acc EUR (AVWC.DE) and Avantis U.S. Large Cap Value ETF (AVLV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVWC.DE | AVLV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.59 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 5.79 | 11.15 | -5.37 |
| Martin ratioReturn relative to average drawdown | 22.37 | 35.24 | -12.86 |
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Drawdowns
AVWC.DE vs. AVLV - Drawdown Comparison
The maximum AVWC.DE drawdown since its inception was -21.65%, smaller than the maximum AVLV drawdown of -23.74%. Use the drawdown chart below to compare losses from any high point for AVWC.DE and AVLV.
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Drawdown Indicators
| AVWC.DE | AVLV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.65% | -23.74% | +2.09% |
Max Drawdown (1Y)Largest decline over 1 year | -5.49% | -3.79% | -1.70% |
Max Drawdown (3Y)Largest decline over 3 years | — | -23.74% | — |
Current DrawdownCurrent decline from peak | -0.33% | 0.00% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -3.30% | -4.45% | +1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.42% | 1.20% | +0.22% |
Volatility
AVWC.DE vs. AVLV - Volatility Comparison
Avantis Global Equity UCITS ETF USD Acc EUR (AVWC.DE) and Avantis U.S. Large Cap Value ETF (AVLV) have volatilities of 3.16% and 3.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVWC.DE | AVLV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.16% | 3.16% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 8.30% | 9.08% | -0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.44% | 12.66% | -1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.97% | 17.23% | -2.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.97% | 17.23% | -2.26% |
AVWC.DE vs. AVLV - Expense Ratio Comparison
AVWC.DE has a 0.22% expense ratio, which is higher than AVLV's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
AVWC.DE vs. AVLV - Dividend Comparison
AVWC.DE has not paid dividends to shareholders, while AVLV's dividend yield for the trailing twelve months is around 1.06%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
AVLV Avantis U.S. Large Cap Value ETF | 1.06% | 1.33% | 1.58% | 1.85% | 2.00% | 0.29% |
AVWC.DE Avantis Global Equity UCITS ETF USD Acc EUR | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AVWC.DE and AVLV have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AVLV is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AVLV is cheaper with a 0.15% expense ratio, compared with 0.22% for AVWC.DE.
AVWC.DE is categorized as Global Equities, while AVLV is Large Cap Value Equities. Their fees differ too: 0.22% for AVWC.DE and 0.15% for AVLV.
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